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Guardian Wealth Advisors, LLC CRD 305412
$2.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-20 |
| LA | RA | APPROVED | 2021-07-07 |
| TN | RA | APPROVED | 2021-07-02 |
Branch Locations
4104 N. Roan Street Suite B, Johnson City, TN 37601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 05/2016 | 06/2021 |
| Triad Hybrid Solutions | Norcross | GA | 05/2016 | 06/2021 |
| Guardian Wealth Advisors,Llc | Raleigh | NC | 07/2021 | Present |
1) Various outside insurance companies; not investment related; address various; insurance agent; 11/2/2018; 2 hrs/month; 1 hr during trading; selling life insurance and long-term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-28 |
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